Orchestrating your
financial future.
Having money doesn't have to be difficult.
Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
WELCOME!
I'm Glenda R. Toon,
a Wealth Planner, AIF®
in El Paso, Texas.
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My philosophy is to empower clients with common sense and a clear strategy.
The investment climate has never been more exciting or more challenging than it is today. To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
By keeping clients' goals in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, Glenda maintains a constant commitment to putting service first.
As a full-service financial consultant, she has access to offer clients an assortment of quality, non-proprietary investment choices. Glenda started her career in Banking. It was in the financial industry that she developed a passion for helping clients build a better future. Glenda studied at Heidelberg College in Tiffin, Ohio, and graduated with a Bachelor's Degree in Business Administration. Glenda went on to obtain her Series 7, 63, and 65 Securities Registrations, as well as her Insurance license. Glenda holds the Accredited Investment Fiduciary (AIF®) designation. Securities registrations are held with LPL Financial.
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Glenda is a financial planner with LPL Financial, a registered investment adviser, through which she provides clients with a broad range of investment opportunities. Glenda works with individuals, business owners, key executives, foundations, and 501(c)3 organizations to develop strategies in the above areas of Financial Planning, Investments, Tax Planning, Insurance, Business Planning, and Pension Specialties.
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Licenses Held: 07,66
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California Insurance License Number: 0E37947
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Registered for Securities in the following states:
AL, AZ, CA, CO, FL, GA, KS, LA, Ml, MI, MN, MO, NM, OH, OK, SC, TN, TX, UT, WA
OUR VISION
TO INSPIRE CONFIDENCE BY PROVIDING THE BEST POSSIBLE SERVICE AND ADVICE THROUGHOUT THE GENERATIONS
OUR MISSION
To help our clients, as their primary financial resource, in making the best possible financial decisions throughout their lifetime and beyond. We will accomplish this by providing extraordinary service from the top professionals in the industry and through continual education and communication with our clients.
OUR COMMITMENT
Our commitment to you is to help our clients improve the quality of their lives and to educate our clients to make well-formed decisions and to find meaningful financial solutions. The financial professionals of Symphony Financial, Ltd. Co. are committed to providing independent financial advice. We work with a network of professionals to help our clients pursue their goals and dreams.
Our financial professionals are affiliated with LPL Financial, a company committed to service and growth with a team of highly qualified specialists. Glenda is a financial planner with LPL Financial, a registered investment adviser, through which she provides clients with a broad range of investment opportunities. Glenda works with individuals, business owners, and key executives to develop strategies in the above areas of Financial Planning, Investments, Tax Planning, Insurance, Business Planning, and Pension Specialties.
Empowering clients
with common sense
and a clear strategy.
OUR SERVICES
COMPREHENSIVE
WEALTH MANAGEMENT
Our team of professionals will design a wealth plan that evaluates your current financial situation by analyzing your income and expenditures to identify how you will pay the bills each month and attain your financial goals. We provide regular reviews and modifications, assuring that your wealth plan is current and dynamic.
Our financial planning team is experienced in addressing the emotional and financial impact of life transitions and asset transfers including these three areas of emphasis:
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Life Transitions
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Business Transitions
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Generational Transfers
PORTFOLIO MANAGEMENT
By leveraging a disciplined investment process, you receive transparency of information, seamless proactive service and the trust and accountability you need to meet your financial objectives. Your Financial Advisor works with the Investment Committee to manage your portfolio daily. While working with the financial planning team your Financial Advisor builds out your model and continually evaluates your portfolio in order to pursue your goals.
TAX PLANNING
Tax impacts every aspect of your financial life. Our professionals can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Benefits you gain from our tax planning service include:
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Evaluating business structure to optimize the benefits of the Internal Revenue code
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Focusing on opportunities unique to your individual business or industry
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Understanding the tax consequences related to your individual investments
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Better positioning your retirement plan savings under current tax law
RISK MANAGEMENT
Our team of Insurance Specialists identifies risks which could tremendously impair your financial situation. While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you may be negatively impacted without protections in place. Cost effectively transferring risk to the deeper pockets of an insurance company may be prudent to minimize the financial damage of a catastrophic, unanticipated event.
HIGH NET WORTH INSURANCE & RISK MANAGEMENT
(BUSINESS & PERSONAL)
Some of the ways we utilize insurance in the financial planning process include:
Life: Considers income replacement as well as business succession funding and estate planning through a vehicle which may be income tax and estate tax free, if structured properly.
Disability: Protects your income in the event of your inability to work prior to financial freedom.
Long-Term Care: Provides financial support for Activities of Daily Living (ADL’s) in respite care, adult day care, in-home care, assisted living as well as nursing home care.
ESTATE PLANNING
Have you considered your legacy? For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. Our financial planning team is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with your existing financial professionals to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish.
Without a simple will or trust, assets left directly to minor children will be controlled by the guardian of those children. Additional estate planning considerations include:
​Wills, Trusts, Medical Power of Attorney, Durable Power of Attorney, POA's, Directives, HIPPA, Guardianships are part of a solid Estate Planning Review.
Symphony Financial, Ltd. Co. and LPL Financial do not provide legal advice on services. Please consult your legal advisor regarding your specific situation.
SYMPHONY
FINANCIAL STRATEGIES
By creating a comprehensive, customized portfolio consisting of stocks, bonds and mutual funds, Symphony Financial Strategies allows you to work towards your financial objectives. Together, we will devise and implement an active portfolio management strategy based upon the tenets of asset allocation and diversification.
BUSINESS PLANNING
Designing and administering employee benefits such as 401(k) and health and welfare plans represents an ongoing challenge for business owners seeking to effectively reward and motivate workers while at the same time minimizing the impact on their bottom line.
When consulting with business owners on their 401(k) and other benefit plans, our professionals provide outstanding service that will inspire confidence in both employer and employees, encourage maximum participation in the plan, and give business owners the satisfaction of knowing that their employee benefits are in the best possible hands.
Whether you employ 100 people or thousands, our professionals can identify the challenges and opportunities you face in the complex employee benefits arena and can deliver an efficient, cost-effective strategy.
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Retirement and Wealth Management
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401(k)
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Pension
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Executive Compensation
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Business Planning
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Business Succession Planning
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Group Benefits
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Insurance Services
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not protect against market risk.
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CONTACT US
Visit us today!
4855 N Mesa St., Suite 120, El Paso, Texas 79912
(915) 585-8770 | (915) 373-9357
For any general inquiries, please fill in the following contact form:
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